BILL FEW ASSOCIATES, INC.

CRD 133561File 801-29235

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.72B

Top 25% of cohort (national)

Discretionary AUM

$2.14B

Non-discretionary $586.4M

Clients

2,972

7,702 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Apr 10, 1987
Principal office: 2100 GEORGETOWN DRIVE, SUITE 600, SEWICKLEY, PA, 15143
Phone: 412 630-6000
Website: https://g.co/kgs/Rn7Kc5r

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.72B
Discretionary AUM: $2.14B
Non-discretionary AUM: $586.4M
Discretionary accounts: 4,842
Non-discretionary accounts: 2,860
Total accounts: 7,702
AUM per client: $916K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	5	$5.0M
High net worth individuals	83	$691.8M
Pension and profit sharing plans	13	$34.2M
Individuals (other than high net worth individuals)	2,871	$1.99B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.